“For more than two decades, Charles has run a successful practice developing financial plans and managing assets for high net worth clientele and specialized in working closely with business owners, physician business owners, and retirees.
His commitment to providing exceptional guidance and portfolio management that puts his clients’ best interests first has earned him recognition as a “Five Star Wealth Manager” in Gulfshore Life Magazine in 2016, and 2017 and “Top Personal Wealth Manager in the Southwest Florida Area” every year since 2008.
Prior to joining Morgan Stanley in 2016, he was a Senior Vice President and Private Financial Advisor at SunTrust Private Wealth. Earlier in his career, he was a Vice President and Area Investment Manager at Citicorp Investment Services, and began his career on Wall Street as an investment banker. This diversity of financial industry exposure gives him a unique lens that allows him to leverage a powerful combination of institutional, portfolio management, financial planning and wealth management experience to the benefit of his clients.
He has lived in Naples, Florida, with three children, and their three dogs for over 10 years. An active member of the community, He currently serve on the boards of the Parkinson Association of Southwest Florida and The Collier County Lacrosse Association. In his free time, he coaches youth lacrosse and enjoys spending time with his family.”
His commitment to providing exceptional guidance and portfolio management that puts his clients’ best interests first has earned him recognition as a “Five Star Wealth Manager” in Gulfshore Life Magazine in 2016, and 2017 and “Top Personal Wealth Manager in the Southwest Florida Area” every year since 2008.
Prior to joining Morgan Stanley in 2016, he was a Senior Vice President and Private Financial Advisor at SunTrust Private Wealth. Earlier in his career, he was a Vice President and Area Investment Manager at Citicorp Investment Services, and began his career on Wall Street as an investment banker. This diversity of financial industry exposure gives him a unique lens that allows him to leverage a powerful combination of institutional, portfolio management, financial planning and wealth management experience to the benefit of his clients.
He has lived in Naples, Florida, with three children, and their three dogs for over 10 years. An active member of the community, He currently serve on the boards of the Parkinson Association of Southwest Florida and The Collier County Lacrosse Association. In his free time, he coaches youth lacrosse and enjoys spending time with his family.”